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UiPath

478 hedge funds and large institutions have $4.23B invested in UiPath in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 194 increasing their positions, 147 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 147

28% more call options, than puts

Call options by funds: $158M | Put options by funds: $123M

2% more ownership

Funds ownership: 66.04%68.04% (+2%)

7% less funds holding

Funds holding: 515478 (-37)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

26% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 103

41% less capital invested

Capital invested by funds: $7.21B → $4.23B (-$2.98B)

Holders
478
Holders Change
-37
Holders Change %
-7.18%
% of All Funds
6.9%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.2%
New
76
Increased
194
Reduced
147
Closed
103
Calls
$158M
Puts
$123M
Net Calls
+$34.8M
Net Calls Change
+$9.12M
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
526
Integrated Wealth Concepts
Massachusetts
-$393K -17,350 Closed
HAG
527
HighPoint Advisor Group
Illinois
-$341K -17,234 Closed
PWM
528
Prosperity Wealth Management
California
-$377K -16,650 Closed
TCM
529
Teza Capital Management
Illinois
-$371K -16,361 Closed
MYLI
530
Meiji Yasuda Life Insurance
Japan
-$356K -15,700 Closed
BHCM
531
Brevan Howard Capital Management
Jersey
-$339K -14,944 Closed
PTC
532
Petrus Trust Company
Texas
-$329K -14,532 Closed
OTPPB
533
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$329K -14,513 Closed
MA
534
Mutual Advisors
Nebraska
-$307K -13,526 Closed
GFP
535
Gryphon Financial Partners
Ohio
-$295K -13,029 Closed
RG
536
Rathbones Group
United Kingdom
-$289K -12,757 Closed
SFS
537
Sowell Financial Services
Arkansas
-$289K -12,755 Closed
SLAM
538
Swiss Life Asset Management
-$283K -12,489 Closed
BFG
539
Bleakley Financial Group
New Jersey
-$277K -12,227 Closed
SW
540
Simplicity Wealth
New Jersey
-$277K -12,227 Closed
IFG
541
Independent Financial Group
California
-$267K -11,791 Closed
BC
542
Bridgefront Capital
Texas
-$263K -11,619 Closed
LNWWM
543
Laird Norton Wetherby Wealth Management
California
-$263K -11,594 Closed
PAM
544
Panagora Asset Management
Massachusetts
-$254K -11,216 Closed
QCM
545
Qsemble Capital Management
New York
-$253K -11,153 Closed
CW
546
Channel Wealth
California
-$252K -11,115 Closed
GCA
547
Greenwood Capital Associates
South Carolina
-$235K -10,346 Closed
WC
548
Weil Company
California
-$234K -10,318 Closed
Teacher Retirement System of Texas
549
Teacher Retirement System of Texas
Texas
-$223K -9,835 Closed
LOAMU
550
Lombard Odier Asset Management (USA)
New York
-$221K -9,735 Closed

PATH Hedge Fund Activity: Q2 2024 in Review

478 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in UiPath (PATH) for Q2 2024, worth a combined $4.23B — down 41% from $7.21B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of PATH and 76 opened new positions — a net loss of 27 holders — while 147 trimmed existing stakes and 194 added.

The largest buyer was Pacer Advisors, opening a new position worth an estimated $94.3M. The largest seller was Fidelity Investments, cutting an estimated $96.3M.

  • 478 institutional investors held UiPath (PATH) as of Q2 2024, down from 515 in Q1 2024.
  • Funds reported $4.23B of UiPath stock for Q2 2024, down 41% quarter-over-quarter.
  • 76 funds opened new UiPath positions in Q2 2024 and 103 closed out, a net change of -27 holders.
  • The largest UiPath buyer in Q2 2024 was Pacer Advisors, an estimated $94.3M added.
  • The largest UiPath seller in Q2 2024 was Fidelity Investments, an estimated $96.3M sold.

Based on aggregated 13F filings for Q2 2024.